We’ll walk beside
you through life’s journey

We believe that anyone can improve their financial success when well-advised by an advisor they trust.

Welcome to
Hurlburt Jarvis Wealth,

of Assante Financial Management Ltd., where your financial aspirations become a prosperous reality. Our unwavering commitment to securing and growing your wealth has made us a beacon of trust and excellence in the realm of financial advisory. With a heritage of profound expertise, a legacy of unparalleled success, and a future dedicated to your financial well-being, we invite you to embark on a journey towards financial security and prosperity. As you explore our website, you’ll discover the expertise, innovation, and personalized care that have earned us our stellar reputation. Welcome to a world of wealth management, redefined.

Our Services

Financial planning has become so complex, it can be difficult for busy people to even know what they need or where to start. This is particularly true when they have more complex life situations that include personal and business investments, modern family priorities and the diversity of retirement plans.

That’s where we come in. We’re qualified to assist you with:

join the success

Helping You Achieve Your
Goals and Dreams

Planning for your financial future is more than just looking at numbers. To us, it’s the people and dreams behind the figures that matter the most.

As an Assante advisor, we can help you gain peace of mind and achieve your dreams for the future. Whether it’s a worry-free retirement, saving for your children’s education, looking after an elderly or disabled family member, fulfilling a lifelong ambition, paying less tax, gaining financial clarity during the breakup of a relationship, or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way.

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

Client Testimonial